AB
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Anthony Black

3 Years of Experience
Bangor, ME
May Earn Commission

Anthony Black is a registered investment advisor at USA Financial Securities LLC, based in Bangor, ME, with 3 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,246 clients with $300M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
1,246 clients
Average Client Portfolio
$238K average
Assets Under Management
$296.5M

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.70%

Maximum management fee is 2.7%. Actual fees are negotiated between the client and representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6 State St. Ste 310, Bangor, ME, 04401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is a volunteer coach for baseball, basketball, and soccer for young children since 2021. This activity is not investment-related and takes minimal time during trading hours.

Employment History
Current Registrations
USA Financial Securities LLC
September 2023 - Present · 3 yrs 1 mo
State Registrations1 state
ME
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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